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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,767 | $73,787+62.3% | $98,716+21.3% | $82,448+45.3% |
| Participation rate | 43.8% | 61.4%-17.6pp | 69.3%-25.5pp | 68.1%-24.2pp |
| Annual return | 14.62% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $10 | $1,511-99.3% | $2,279-99.5% | $2,551-99.6% |
| Participant deferral / active EE | $3,515 | $3,081+14.1% | $4,048-13.2% | $4,139-15.1% |
| Admin fee / account holder | $7,655 | $6,500+17.8% | $8,703-12.0% | $7,234+5.8% |